Khaitan Chemicals & Fertilizers Limited — PPTs, 22-01-2026: Investor Presentation

Khaitan Chemicals & Fertilizers reports strong 9M-FY26 performance.

1. **Business Performance:** The company achieved robust growth, with 9M-FY26 operational revenue surging 44.5% year-on-year to **₹808.7 Cr**. Net profit for the period bounced back significantly to **₹63.3 Cr** compared to a loss last year. Fertilizers drove 84% of revenue, while chemicals contributed 16%. Fertilizer volumes grew 8% and chemical volumes expanded 14% year-on-year.

2. **Growth Drivers or Strategy:** Key strategies include optimizing existing infrastructure for higher output and margins, alongside launching innovative products like Urea-SSP and other value-added fertilizers. The company also aims to leverage its extensive dealer network for market penetration and enter untapped geographies.

3. **Recent Developments:** The policy environment remains supportive for Single Super Phosphate (SSP), sustaining affordability and demand. Raw material markets for rock phosphate and sulphur were largely stable, keeping input costs manageable.

4. **Key Financial Metrics:** Q3-FY26 operational revenue jumped 34% YoY to **₹265.7 Cr**, with net profit rising 61.9% to **₹20.4 Cr**. Diluted EPS for 9M-FY26 stood at **₹6.53**.

5. **Management Commentary / Outlook:** Management highlighted sustained demand due to supportive government policies for balanced fertilization. They are focused on enhancing output and margins by optimizing operations.